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Host: Joseph Trozzo, Investment Sales Vice President, Equitable

Speaker: Ally Kulak, Inside Sales Associate, Equitable

Today’s first time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting.  A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market¹. As advisors, you can play a critical role in helping clients navigate these realities and make informed, tax efficient decisions.

Join us for a webcast focused on the First Home Savings Account (FHSA) and how it can be integrated with other savings vehicles to support clients on their path to home ownership.

You’ll learn:

• FHSA basics like eligibility, contribution limits, deductions and withdrawals.
• How the Home Buyers’ Plan via RRSPs, TFSAs and non-registered savings accounts work together with an FHSA.
• Practical planning ideas using real life client scenarios.
• How Equitable^® can support you with FHSA solutions and advisor tools.

This session will help you confidently position the FHSA within a broader savings and home buying strategy, even for clients who may be unsure when or if they’ll buy.

This webinar is not IDC WIN hosted

CE Credits:
This webcast has been accredited for 1.00 Life continuing education (CE) credit via the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. To be eligible for CE credits, you must register individually, watch the webcast in full, and complete a short quiz. It is the advisor’s responsibility to ensure Continuing Education credits being offered are accepted by their licensing body.  Alberta Insurance Council (AIC) credits are valid in Yukon, British Columbia, Alberta, Saskatchewan, Ontario, New Brunswick, Prince Edward Island and Nova Scotia. Insurance Council of Manitoba (ICM) credits are valid in Manitoba only.

This webcast is available in English only.